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Technology Stocks : IDT *(idtc) following this new issue?*

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To: Steve Fancy who wrote (12773)8/5/1999 4:25:00 PM
From: Andrew H  Read Replies (1) of 30916
 
Steve, I will admit that you were initially hit with a lot of negativity on the board here. However, I continue to disagree with you about the value of NTOP. While the quality of PC to phone communications may leaves something to be desired in many cases, NTOP direct, phone to phone with the calls routed over the Internet has huge postential IMO. I have used NTOP direct and its quality is indistinguishable from regular telephone conversation.

Now you can argue that eventually such calls will be given away for free but I do not think so, although competition will certainly force prices down over time. Still I think that before too long the big boys will be routing such calls over the Internet and the easiest way for them to do that would be to simply buy NTOP for a couple of billion or to buy all of IDTC at a premium. Finally with coming improvements in sound quality, I think PC to PC voice chat to go along with instant messages will be big a service that ISPs will need to have. NTOP will be one of the leaders there as well.
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